BSW Wealth Partners
BOULDER CO · SEC CIK 0001512601
$8.19亿2026Q1 申报市值
312持仓数
48.3%前十大占比 · 第一大 14.6%
23 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAPL 加仓+$354.75万
CRBN 加仓+$169.38万
VTEB 加仓+$69.67万
AMZN 加仓+$65.04万
SAP 加仓+$62.56万
2026Q1 卖出最多 按季末市值估算
EXCHANGE LISTED 清仓-$333.23万
AVDE 减仓-$89.87万
NVDA 减仓-$87.51万
MEAR 清仓-$69.12万
GILD 减仓-$63.57万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| REGN | REGENERON PHARMACEUTICALS | $40.02万 | 0.05% | 518 | -208 | -28.7% | -$16.07万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $39.66万 | 0.05% | 1,466 | 1,466 | — | $39.66万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $39.54万 | 0.05% | 15,422 | 27 | 0.2% | $692 | 加仓 |
| SNY | SANOFI SA | $39.18万 | 0.05% | 8,133 | 2,466 | 43.5% | $11.88万 | 加仓 |
| RTX | RTX CORPORATION | $39.15万 | 0.05% | 2,029 | -592 | -22.6% | -$11.42万 | 减仓 |
| O | REALTY INCOME CORP | $38.53万 | 0.05% | 6,298 | 1,090 | 20.9% | $6.67万 | 加仓 |
| MELI | MERCADOLIBRE INC | $38.04万 | 0.05% | 220 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $38.02万 | 0.05% | 2,074 | 165 | 8.6% | $3.02万 | 加仓 |
| TIP | ISHARES TR | $37.92万 | 0.05% | 3,436 | 118 | 3.6% | $1.30万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $37.88万 | 0.05% | 1,455 | -28 | -1.9% | -$7,289 | 减仓 |
| GE | GE AEROSPACE | $37.66万 | 0.05% | 1,327 | 19 | 1.5% | $5,392 | 加仓 |
| TMUS | T-MOBILE US INC | $37.56万 | 0.05% | 1,788 | -994 | -35.7% | -$20.88万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $37.12万 | 0.05% | 1,591 | -36 | -2.2% | -$8,398 | 减仓 |
| INFY | INFOSYS LTD | $36.99万 | 0.05% | 27,379 | -8,253 | -23.2% | -$11.15万 | 减仓 |
| HAL | HALLIBURTON CO | $36.98万 | 0.05% | 9,485 | -320 | -3.3% | -$1.25万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $36.82万 | 0.04% | 943 | 240 | 34.1% | $9.37万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $36.43万 | 0.04% | 3,877 | -2,568 | -39.8% | -$24.13万 | 减仓 |
| ADSK | AUTODESK INC | $36.32万 | 0.04% | 1,517 | -183 | -10.8% | -$4.38万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $36.29万 | 0.04% | 11,013 | 835 | 8.2% | $2.75万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $35.72万 | 0.04% | 1,915 | -179 | -8.5% | -$3.34万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $35.27万 | 0.04% | 39,277 | -12,296 | -23.8% | -$11.04万 | 减仓 |
| HUBB | HUBBELL INC | $35.14万 | 0.04% | 716 | -53 | -6.9% | -$2.60万 | 减仓 |
| IGIB | ISHARES TR | $34.59万 | 0.04% | 6,500 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $34.48万 | 0.04% | 7,619 | 4 | 0.1% | $181 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $34.36万 | 0.04% | 1,130 | 25 | 2.3% | $7,602 | 加仓 |
| PNR | PENTAIR PLC | $33.81万 | 0.04% | 3,881 | 1,393 | 56.0% | $12.13万 | 加仓 |
| FNB | F N B CORP | $33.72万 | 0.04% | 20,167 | 1 | 0.0% | $17 | 加仓 |
| NEE | NEXTERA ENERGY INC | $33.32万 | 0.04% | 3,588 | 275 | 8.3% | $2.55万 | 加仓 |
| MCD | MCDONALDS CORP | $32.96万 | 0.04% | 1,060 | -190 | -15.2% | -$5.91万 | 减仓 |
| NTRS | NORTHERN TR CORP | $32.85万 | 0.04% | 2,354 | 2,354 | — | $32.85万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $32.76万 | 0.04% | 1,179 | 96 | 8.9% | $2.67万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $32.67万 | 0.04% | 2,078 | 742 | 55.5% | $11.67万 | 加仓 |
| MO | ALTRIA GROUP INC | $32.65万 | 0.04% | 4,948 | 24 | 0.5% | $1,584 | 加仓 |
| SJM | SMUCKER J M CO | $31.99万 | 0.04% | 3,317 | 615 | 22.8% | $5.93万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $31.88万 | 0.04% | 1,134 | 1,134 | — | $31.88万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $31.86万 | 0.04% | 4,357 | 7 | 0.2% | $512 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $31.77万 | 0.04% | 732 | 3 | 0.4% | $1,302 | 加仓 |
| RPM | RPM INTL INC | $31.71万 | 0.04% | 3,190 | 975 | 44.0% | $9.69万 | 加仓 |
| GLW | CORNING INC | $31.61万 | 0.04% | 2,325 | 2,325 | — | $31.61万 | 新建仓 |
| SNA | SNAP ON INC | $31.60万 | 0.04% | 870 | 145 | 20.0% | $5.27万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $31.50万 | 0.04% | 11,964 | 4,244 | 55.0% | $11.17万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $31.32万 | 0.04% | 3,675 | -511 | -12.2% | -$4.36万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $31.21万 | 0.04% | 12,838 | 1,036 | 8.8% | $2.52万 | 加仓 |
| VMC | VULCAN MATLS CO | $31.00万 | 0.04% | 1,139 | 325 | 39.9% | $8.85万 | 加仓 |
| — | MORGAN STANLEY ETF TRUST | $30.99万 | 0.04% | 4,840 | 162 | 3.5% | $1.04万 | 加仓 |
| MPLX | MPLX LP | $30.68万 | 0.04% | 5,376 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $30.24万 | 0.04% | 3,612 | 3,612 | — | $30.24万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $30.11万 | 0.04% | 1,914 | -22 | -1.1% | -$3,461 | 减仓 |
| VMI | VALMONT INDS INC | $29.97万 | 0.04% | 750 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $29.58万 | 0.04% | 424 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $29.56万 | 0.04% | 4,825 | 4,825 | — | $29.56万 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $29.32万 | 0.04% | 15,831 | 1,953 | 14.1% | $3.62万 | 加仓 |
| CMI | CUMMINS INC | $28.52万 | 0.03% | 530 | -9 | -1.7% | -$4,844 | 减仓 |
| EBAY | EBAY INC. | $28.51万 | 0.03% | 3,132 | -1,358 | -30.2% | -$12.36万 | 减仓 |
| AVXC | AMERICAN CENTY ETF TR | $28.41万 | 0.03% | 4,200 | -2,018 | -32.5% | -$13.65万 | 减仓 |
| — | FLEXSHARES TR | $28.13万 | 0.03% | 1,407 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $28.05万 | 0.03% | 3,523 | 62 | 1.8% | $4,936 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $28.00万 | 0.03% | 14,175 | -353 | -2.4% | -$6,972 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $27.92万 | 0.03% | 2,225 | 46 | 2.1% | $5,771 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $27.76万 | 0.03% | 9,547 | -88 | -0.9% | -$2,559 | 减仓 |
| ACWV | ISHARES INC | $27.51万 | 0.03% | 2,302 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $27.40万 | 0.03% | 1,251 | 1,251 | — | $27.40万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $27.39万 | 0.03% | 965 | -231 | -19.3% | -$6.56万 | 重新持有 |
| ETN | EATON CORP PLC | $27.33万 | 0.03% | 764 | 105 | 15.9% | $3.76万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $27.00万 | 0.03% | 3,503 | 8 | 0.2% | $617 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $26.83万 | 0.03% | 5,434 | 16 | 0.3% | $790 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $26.41万 | 0.03% | 1,263 | -3 | -0.2% | -$627 | 减仓 |
| MCO | MOODYS CORP | $26.20万 | 0.03% | 601 | -549 | -47.7% | -$23.93万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $25.79万 | 0.03% | 1,306 | -217 | -14.2% | -$4.29万 | 减仓 |
| — | MICROVISION INC DEL | $25.65万 | 0.03% | 400,000 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $25.47万 | 0.03% | 3,385 | -972 | -22.3% | -$7.31万 | 减仓 |
| CI | THE CIGNA GROUP | $25.26万 | 0.03% | 947 | 202 | 27.1% | $5.39万 | 重新持有 |
| AMX | AMERICA MOVIL SAB DE CV | $24.93万 | 0.03% | 9,784 | 9,784 | — | $24.93万 | 新建仓 |
| BAC | BANK AMERICA CORP | $24.82万 | 0.03% | 5,092 | 88 | 1.8% | $4,290 | 加仓 |
| STT | STATE STR CORP | $24.27万 | 0.03% | 1,918 | 1,918 | — | $24.27万 | 新建仓 |
| EXC | EXELON CORP | $24.24万 | 0.03% | 4,945 | 140 | 2.9% | $6,863 | 加仓 |
| NTES | NETEASE COM INC | $24.03万 | 0.03% | 2,147 | 2,147 | — | $24.03万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $23.94万 | 0.03% | 611 | 611 | — | $23.94万 | 新建仓 |
| PSX | PHILLIPS 66 | $23.90万 | 0.03% | 1,312 | 1,312 | — | $23.90万 | 新建仓 |
| HSY | HERSHEY CO | $23.74万 | 0.03% | 1,142 | 10 | 0.9% | $2,079 | 加仓 |
| PAYX | PAYCHEX INC | $23.53万 | 0.03% | 2,554 | 330 | 14.8% | $3.04万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $23.51万 | 0.03% | 8,569 | 1 | 0.0% | $27 | 加仓 |
| SRE | SEMPRA | $23.46万 | 0.03% | 2,414 | 15 | 0.6% | $1,458 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $22.86万 | 0.03% | 666 | -1 | -0.1% | -$343 | 减仓 |
| IWV | ISHARES TR | $22.57万 | 0.03% | 609 | 609 | — | $22.57万 | 新建仓 |
| KT | KT CORP | $22.52万 | 0.03% | 10,501 | -5,486 | -34.3% | -$11.77万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $22.50万 | 0.03% | 5,774 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $22.35万 | 0.03% | 2,288 | -101 | -4.2% | -$9,867 | 减仓 |
| SHOP | SHOPIFY INC | $22.30万 | 0.03% | 1,880 | -97 | -4.9% | -$1.15万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $22.16万 | 0.03% | 771 | 0 | 0.0% | — | 不变 |
| XCEM | COLUMBIA ETF TR II | $22.00万 | 0.03% | 5,390 | -2,390 | -30.7% | -$9.75万 | 减仓 |
| CPRT | COPART INC | $21.94万 | 0.03% | 6,607 | 6,607 | — | $21.94万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $21.72万 | 0.03% | 4,306 | 880 | 25.7% | $4.44万 | 加仓 |
| WM | WASTE MGMT INC DEL | $21.44万 | 0.03% | 933 | 933 | — | $21.44万 | 新建仓 |
| URI | UNITED RENTALS INC | $21.35万 | 0.03% | 293 | -35 | -10.7% | -$2.55万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $21.26万 | 0.03% | 3,775 | -347 | -8.4% | -$1.95万 | 减仓 |
| DHR | DANAHER CORP DEL | $21.18万 | 0.03% | 1,117 | -414 | -27.0% | -$7.85万 | 减仓 |
| AFL | AFLAC INC | $21.17万 | 0.03% | 1,930 | 1,930 | — | $21.17万 | 新建仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $20.95万 | 0.03% | 3,416 | 3,416 | — | $20.95万 | 新建仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $20.91万 | 0.03% | 1,173 | 0 | 0.0% | — | 不变 |